{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","params":[],"results":{"codes":[]},"settings":""},"next":{"description":"","pages":[]},"title":"CSV Import","type":"basic","slug":"csv-import","excerpt":"","body":"There are a few ways to get your customers into Sonar. One of the easiest ways is to import customers using a CSV file.\n\n## **How To Use CSV Import**\n\nThe first thing you need to do is prepare your CSV file to look like the screenshot below. The first column should be the Phone Number of the customer you're importing. Followed in order by First Name, Last Name, Email, and Assigned To. After that, you can add any number of properties you want, with any values. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/d511e54-hello16.png\",\n        \"hello16.png\",\n        1301,\n        199,\n        \"#607195\"\n      ],\n      \"caption\": \"CSV Example\"\n    }\n  ]\n}\n[/block]\n\n[block:callout]\n{\n  \"type\": \"warning\",\n  \"title\": \"Unique Identifier\",\n  \"body\": \"The first column of the CSV file must be the Phone Number of the customer you're adding to our system.\"\n}\n[/block]\nThere's a special column called Delete that will delete a customer by their Phone Number when our importer sees the value \\*\\*DELETE\\*\\* for the column Delete.\n[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Deleting Properties\",\n  \"body\": \"To delete a property on a customer, put \\\\*\\\\*DELETE\\\\*\\\\* in the cell of the property you want to delete for the relevant customer. **Please note** that \\\\*\\\\*DELETE\\\\*\\\\* only works on non-reserved columns.\"\n}\n[/block]\n## **After Import**\n\nAfter the import is completed, you'll receive an email showing how many customers were successfully imported and how many failed.\n\n**You can download the Customer Import template below.** \n[block:embed]\n{\n  \"html\": false,\n  \"url\": \"https://docs.google.com/spreadsheets/d/17XMO9qnFnkv1E4PBZoyPk0cJtNwlFTkTpmjI5fuvsxY/edit?usp=sharing\",\n  \"title\": \"Sonar Customer Import Template\",\n  \"favicon\": \"https://ssl.gstatic.com/docs/spreadsheets/favicon3.ico\",\n  \"image\": \"https://lh5.googleusercontent.com/jVyR47mtpnznRcqm9d5_Ly-Wm0kEhNat8LFd_dPzxvS4v_dm7-jg6ubjFk2X3CVWTuxDLwHhfQ=w1200-h630-p\",\n  \"iframe\": false\n}\n[/block]\n## **FAQ**\n\n**Why did my upload fail?**\nIf your upload failed, double check that the information is formatted correctly as seen in the example above and that it is in the correct columns. If you are still experiencing problems, feel free to reach out to us at support:::at:::sendsonar.com and we'll take a look.\n\n**Do I need to add the '+1' to my US phone number?**\nThe +1 is not necessary as the uploader will read 10 digit numbers as a US phone number and add it automatically. If you are not adding a US phone number, the country code is required.","updates":[],"order":11,"isReference":true,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"55496673a5ecbc190032168a","user":"55208129504fd6230022ae20","createdAt":"2015-05-06T00:55:15.475Z","githubsync":"","project":"55208137623ff50d009b2bec","__v":14,"parentDoc":null,"version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":true,"is_hidden":false,"is_deprecated":false,"categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"_id":"55208137623ff50d009b2bef","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","__v":15,"project":"55208137623ff50d009b2bec"},"category":{"sync":{"isSync":false,"url":""},"pages":["55496509c634cf2d0012507c","5549650ecd09b317005f8f4e","55496535a5ecbc1900321683","5549654dcd09b317005f8f53","55496557c634cf2d0012507e","55496563cd09b317005f8f55","55496673a5ecbc190032168a","55496682cd09b317005f8f5e","5549668da5ecbc190032168c","55497c3ea5ecbc19003216bd","55c1047d81dc010d00d50678","55c3cad1b0778d2100a7ebd8","5638e41e3539050d0008205f","563a2ac1f0c29b1700daaf98","563a2b7ef0c29b1700daafa2","563a2d83d25e8919005f3f05"],"title":"Features","slug":"features","order":2,"from_sync":false,"reference":true,"_id":"55494bc1ee219b0d001743cc","project":"55208137623ff50d009b2bec","version":"55208137623ff50d009b2bef","__v":16,"createdAt":"2015-05-05T23:01:21.408Z"}}
There are a few ways to get your customers into Sonar. One of the easiest ways is to import customers using a CSV file. ## **How To Use CSV Import** The first thing you need to do is prepare your CSV file to look like the screenshot below. The first column should be the Phone Number of the customer you're importing. Followed in order by First Name, Last Name, Email, and Assigned To. After that, you can add any number of properties you want, with any values. [block:image] { "images": [ { "image": [ "https://files.readme.io/d511e54-hello16.png", "hello16.png", 1301, 199, "#607195" ], "caption": "CSV Example" } ] } [/block] [block:callout] { "type": "warning", "title": "Unique Identifier", "body": "The first column of the CSV file must be the Phone Number of the customer you're adding to our system." } [/block] There's a special column called Delete that will delete a customer by their Phone Number when our importer sees the value \*\*DELETE\*\* for the column Delete. [block:callout] { "type": "info", "title": "Deleting Properties", "body": "To delete a property on a customer, put \\*\\*DELETE\\*\\* in the cell of the property you want to delete for the relevant customer. **Please note** that \\*\\*DELETE\\*\\* only works on non-reserved columns." } [/block] ## **After Import** After the import is completed, you'll receive an email showing how many customers were successfully imported and how many failed. **You can download the Customer Import template below.** [block:embed] { "html": false, "url": "https://docs.google.com/spreadsheets/d/17XMO9qnFnkv1E4PBZoyPk0cJtNwlFTkTpmjI5fuvsxY/edit?usp=sharing", "title": "Sonar Customer Import Template", "favicon": "https://ssl.gstatic.com/docs/spreadsheets/favicon3.ico", "image": "https://lh5.googleusercontent.com/jVyR47mtpnznRcqm9d5_Ly-Wm0kEhNat8LFd_dPzxvS4v_dm7-jg6ubjFk2X3CVWTuxDLwHhfQ=w1200-h630-p", "iframe": false } [/block] ## **FAQ** **Why did my upload fail?** If your upload failed, double check that the information is formatted correctly as seen in the example above and that it is in the correct columns. If you are still experiencing problems, feel free to reach out to us at [email protected] and we'll take a look. **Do I need to add the '+1' to my US phone number?** The +1 is not necessary as the uploader will read 10 digit numbers as a US phone number and add it automatically. If you are not adding a US phone number, the country code is required.